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FTA: In-House Quoting and Invoicing
Published September 9th, 2025 by Mendrhub Support Team
Learn how to generate Sale Quotes and Sale Invoices within the FTA as an In-House Service Agent. Your browser does not support HTML5 video. Creating and Managing a Sale Quote 1. Once you've logged in the FTA and opened the Job Details page, go to the ‘Charges’ tab in the top menu. 2. Click on Create Quote. 3. Fill in the Sale Quote form: Descrip
Complete your Profile (Service Provider View)
Published November 1st, 2024 by Mendrhub Support Team
Learn how to fill in all of your details in mendrhub as a Service Provider. Page Navigation Home > Profile When you log in, you can check and confirm all these details: Profile Details Team Accreditations Insurance Skills and Rates Coverage Van Stock
Add an Accreditation (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Accreditations are used to recognise that a supplier has met certain standards of quality and performance and are competent in carrying out specific tasks. Page Navigation Home > Configuration > Settings > Risk Mgt: Accreditation Types The mandatory accreditations are set by the service manager and are listed at the top of the page. The
FTA - Completing Pick Instructions
Published November 24th, 2025 by Mendrhub Support Team
Pick Instructions indicate which parts need to be collected from inventory and which technician they're assigned to. They ensure the correct items are picked from the warehouse for the job. Your browser does not support HTML5 video. 1. Home > Warehouse Control Centre On the FTA homepage, select Warehouse Control Centre. 2. Dashboard >
Field Team App (FTA) - Guide
Published October 24th, 2024 by Mendrhub Support Team
Learn how to use the Field Team App. Get the App: Open the camera on your phone or tablet device, scan the QR code and tap the link to go to the app in the Apple App Store or Google Play Store. Login To login: Enter your Username Enter your Password Click on Login. You will not need to enter your username or password again, the app will rememb
FTA - FAQ
Published October 24th, 2025 by Mendrhub Support Team
Welcome to our Field Team App FAQ! Here you'll quickly find the information you need based on the questions we get asked most often. 1. App Preferences Caption on Upload Choose whether you want to add captions when uploading photos and videos on a job. This feature can be managed under Settings > Preferences > Ask for Caption on Upload.
Import Team Members (Service Provider View)
Published January 16th, 2025 by Mendrhub Support Team
Learn how to import your team members from one mendrhub tenancy to another. Page Navigation Home > Profile > Team If your business is already linked to a mendrhub tenancy, and has recently been linked to a new one, you can import team members to ensure the same username and password are used across all linked tenancies. Note: Only a Repairer
FTA - Completing Put Instructions
Published November 24th, 2025 by Mendrhub Support Team
Put Instructions tell the user where newly received parts should be placed in the warehouse or storage area after a GRN is completed. They guide the correct bin, shelf, or storage location so inventory is organised and stored accurately. Your browser does not support HTML5 video. 1. Home > Warehouse Control Centre On the FTA homepage, selec
FTA - Start a Job
Published October 24th, 2024 by Mendrhub Support Team
Learn how to start a job in the Field Team App. Your browser does not support HTML5 video. Pre-Arrival: En Route When you are about to depart for a job, click En Route on the bottom menu from the job page. This alerts the service team as well as the client that you are on your way. Confirm your status as 'En Route' and edit the number of minutes y
Starting a Job (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to start a job that is assigned to you in mendrhub. Page Navigation Home > Servicing > Repairs > Select Job Number View all repairs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs only Closed Jobs only All jobs You can a
Completing a Job in the Tech App
Published November 26th, 2024 by Mendrhub Support Team
Learn how to start a job and close a job in the Tech App. Job Details After logging you will see a list of jobs. You can apply filters or scroll through the list to see your jobs. Click on one of the jobs to view its details. A new page with the job details will open. Key aspects: Job Number Job location Job Type Assigned to: tech who will perf
Set Up your Coverage Area
Published September 4th, 2024 by Mendrhub Support Team
Learn how to add the are you cover as a Service Provider. Page Navigation Home > Servicing > Service Providers > Select Service Provider Add a Coverage Area The Coverage Area is the area that the Service Provider covers and is willing to travel to in order to complete any jobs. The icon represents the Service Provider ‘Base’. Click
FTA: Close a Job
Published October 24th, 2024 by Mendrhub Support Team
Learn how to close a job in the Field Team App. Your browser does not support HTML5 video. Steps When you finish work and are ready to leave the site, your attendance is finished: tap the Finish button. Complete the Attendance Form: Fault/Root cause Actions taken Work Breakdown Parts Tick the box if no part was used. Click Add Part if you used p
Quoting Process (Service Provider View)
Published September 6th, 2024 by Mendrhub Support Team
Submit a quote to your customer through the mendrhub portal Page Navigation Home > Servicing > Repairs > Job Number or search for it using the search bar Your browser does not support HTML5 video. On the Job Page, click on Quotes. Fill in the details: Service Action - What the quote is for Callout - if applicable Travel Time/Dista
Adding Customer Tenancy to the Tech App
Published August 2nd, 2023 by Mendrhub Support Team
To proceed below, you will need to have received a mendrhub invitation from your customers' tenancy and have followed the steps to link your mendrhub accounts. Page Navigation: Tech App Steps: Select the menu icon Go to Settings Select - Sync with Server and wait for it to finish syncing Select - Update core data and wait for it to finish updating
Adding a Bill (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to submit an invoice in mendrhub after closing a job. Page Navigation Home > Billing > Add Bill Your browser does not support HTML5 video. After closing the job, you need to submit an invoice. You can do this from the Page Navigation mentioned above, or by clicking on Add Bill on the left side of the screen after closing the
Adding Team Members (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Learn how to add Service Agents to your team in mendrhub. Page Navigation Home > Profile > Team Please Note: Only a Service Agent Manager will be able to modify their team or import agents from another tenancy. Add a new person to your company profile: Click on Team in the menu bar and click on Add New Service Agent Enter the required
Quote New Job (Service Provider View)
Published November 8th, 2024 by Mendrhub Support Team
If you have completed the requested work on a current job but additional work is needed for the same asset or another asset on-site, you can choose to Quote New Job. This option lets you finalise and close the current job, submit an invoice for it, and notify your client that further work is recommended. Page Navigation Home > Servicing > Repa
FTA: Quote a Job
Published October 24th, 2024 by Mendrhub Support Team
Learn how to create a quote for a job in the Field Team App. Steps Select the job you would like to create the quote for, then click on Quote in the bottom quick action menu. Fill in the Cost Quote, including: Service actions to be performed Description of work to be performed Cost Breakdown Parts required Quote Inclusions Quote Exclusions Reatten
FTA - (Re)Schedule a Job
Published August 28th, 2025 by Mendrhub Support Team
Learn how you can reschedule a job in the Field Team App. Only a Tech Manager will be able to (re)schedule a job. 1. In the Repairs List, select the job card of the job you want to reschedule. 2. On the job page, tap Schedule from the bottom menu. 3. A new window will appear to provide a date and time for the attendance. Click on Schedule On.
Add Insurance (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Insurance Types refer to the various types of insurance coverage Service Providers should have to protect them from potential risks and liabilities associated with their service activities. Page Navigation Home > Configuration > Settings > Risk Mgt: Insurance Types The mandatory insurances are set by the service manager and are listed at
Checking your Van Stock (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Find out how to view and conduct a stock take of you van stock as a service provider. Page Navigation Home > Profile > Van Stock On the Van Stock page, you will be able to see the list of all van stock parts you currently have in your possession along with the quantity in stock, on order or reserved for jobs. When physically reviewing your
(Re)Scheduling a Job in the Web Portal (Service Provider View)
Published September 15th, 2025 by Mendrhub Support Team
Learn how to (re)schedule a job in the Web Portal as a Manager Service Agent. Page Navigation Home >Servicing > Repairs > Select Job Number 1. On the Home Page, select Servicing in the top menu, then Repairs. A list of all your open jobs will appear - click the job number you want to (re)schedule. 2. A new tab will open on your browser, d
FTA - Warehouse Control Centre
Published December 8th, 2025 by Mendrhub Support Team
A Warehouse Control Centre refers to the central place in a warehouse management system where staff can monitor, manage, and control warehouse operations, such as the Part Inventory Workflow. Pre-Requisite To access the Warehouse Control Centre in the Field Team App, your user account must have the ‘Warehouse’ user role and be linked to the ‘Ware
Setting Up Skills & Rates (Service Provider View)
Published September 6th, 2024 by Mendrhub Support Team
Learn how to add your Skills and Rates as a Tech. Page Navigation Home > Profile > Skills & Rates Add the Skills your company possesses, with the labour rates associated with each. Having the right skills is crucial to receiving work: different types of equipment are tied to different skills, and with the right skills your company will
FTA: Completing a Goods Receipt Note (GRN)
Published November 24th, 2025 by Mendrhub Support Team
A Goods Receipt Note (GRN) is a document used to confirm that items delivered by a Supplier have been received accurately in the Warehouse. Your browser does not support HTML5 video. 1. Home > Warehouse Control Centre On the FTA homepage, select Warehouse Control Centre. 2. Dashboard > Inbound Items On the dashboard, go to Inbound Ite
Closing a Job (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to close a job in mendrhub as a Service Provider. Page Navigation Home > Servicing > Repairs > Select Job Number Your browser does not support HTML5 video. View all Jobs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs onl
Step by Step Guide - Web Portal (Service Provider view)
Published September 3rd, 2024 by Mendrhub Support Team
Learn how to use the Web Portal as a Tech, from starting a job to sending the bill. Managing a Service Call Page Navigation Home > Servicing > Repairs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs only Closed Jobs only All jobs
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